Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 7,343,025 | 8,695,057 | 7,979,383 | 6,059,265 | 8,098,957 | 38,175,687 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 7,343,025 | 8,695,057 | 7,979,383 | 6,059,265 | 8,098,957 | 38,175,687 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 4,116,459 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 34,059,228 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 7,343,025 | 8,695,057 | 7,979,383 | 6,059,265 | 8,098,957 | 38,175,687 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 44,671 | 26,701 | 29,490 | 9,760 | 9,097 | 119,719 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 28,034 | 17,326 | 50,382 | 6,755 | 14,930 | 117,427 |
| 11 | Total support Add lines 7 through 10. | 38,412,833 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| PART III - LINE 1 | Services AND Advocacy for GLBT Elders (SAGE) is the country's largest and oldest organization dedicated to improving the lives of lesbian, gay, bisexual and transgender (LGBT) older adults. Our mission is to lead in addressing issues related to LGBT aging. PART III - line 4A DIRECT SERVICES: SAGE offers innovative services and programs to LGBT older people nationwide-throughout New York City and through our national affiliate program, SAGENet. From arts and culture, to health and wellness, and much more, SAGE's innovative services and programs support thousands of LGBT older people in communities around the country. Additionally, SAGE's leading programs-such as SAGEWorks, our employment program for LGBT older people-are often expanded into various sites around the country. SAGE trains aging providers and LGBT organizations on the best ways to support LGBT older people in their long-term care settings. Our premier LGBT cultural competence training-part of SAGE's National Resource Center on LGBT Aging-draws from the best minds in the field and has been shown to improve knowledge and skills among trainees. SAGE also retains a training corps of nearly 40 cultural competence experts throughout the US. Through its National Resource Center on LGBT Aging (NRC), SAGE trains aging providers on how to engage LGBT older people in their facilities and settings. In 2015, seven of our publications were each downloaded more than 1,500. Additionally, the NRC trained more than 4,100 people at 661 agencies. SAGE creates online consumer resources to LGBT older people around to country to assist them in making better choices about their health, retirement, caregiving options and more. SAGE's online outlets reached several million people in 2015, with nearly half a million pageviews on our primary website alone. |
| PART III - LINE 4B | PUBLIC OUTREACH: SAGE advocates at the federal, state and local level for public policies that will improve economic security, community support, and health and wellness among a growing population of LGBT older people. In Washington, DC, our federal program ensures that policymakers in Congress and the administration support LGBT older adults in all the relevant policy areas. Additionally, SAGE works with local advocates around the country to develop their local and state policy agendas-and to make them a reality. SAGE builds the capacity of local SAGE affiliates nationwide to provide services and to engage in policy advocacy that improves their lives. In the process, we build a national, grassroots movement for LGBT aging. From rural to urban settings, in every region of the country, SAGENet leaders are creating local supports for LGBT older people in their communities, training their aging service networks, and reaching out to government leaders to discuss the policies that affect them as LGBT elders. SAGE coordinates 20 local SAGE affiliates around the country that provide services to LGBT older adults in their communities and engage in advocacy with their local and state officials. Through SAGENet, SAGE and its affiliates engaged more than 10,000 people in 2015. SAGE partners with leaders in the aging field and the LGBT movement to broaden our collective reach, strengthen our political power and inform one another's approaches to improving the lives of LGBT older people. SAGE recognizes the tremendous value of partnership and coalition building, and this value is evident across all of our activities, including a historic Diverse Elders Coalition for elders of color and LGBT elders, partner organizations guiding our national training and more. SAGE develops consumer resources that equip aging providers with critical knowledge and skills, and LGBT older people with the information they need to make informed choices about their futures. Through our main website, as well as our sister site for the National Resource Center on LGBT Aging, visitors will find hundreds of multi-media resources that explain the many issues facing LGBT older people. |
| PART VI, SECTION A - LINE 3 | DURING THE 2015 FISCAL YEAR, SAGE HAS ENTERED INTO AN EMPLOYMENT MANAGEMENT AGREEMENT WITH A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO") THAT PROVIDES A COMPREHENSIVE PERSONNEL MANAGEMENT SYSTEM ENCOMPASSING A BROAD RANGE OF SERVICES, INCLUDING BENEFITS AND PAYROLL ADMINISTRATION, HEALTH, WORKER'S COMPENSATION INSURANCE PROGRAMS, PERSONNEL RECORDS MANAGEMENT, EMPLOYER LIABILITY MANAGEMENT, ETC. PART VI, SECTION A - LINE 8B MINUTES ARE FORMALLY TAKEN AT THE audit committee and the finance COMMITTEE LEVEL. ANY MATERIAL ACTION TAKEN BY A COMMITTEE MEMBER AFFECTING THE ORGANIZATION OR ITS POLICIES ARE REPORTED OUT TO THE FULL BOARD AT EVERY BOARD MEETING BY THE CHAIR OF THE COMMITTEE AND THEN CAPTURED WITHIN THE BOARD MEETING MINUTES AND DOCUMENTED. |
| PART VI, SECTION B - LINE 11B | AFTER THE 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE chief executive officer, IT IS THEN SENT TO THE AUDIT COMMITTEE AND THE FULL BOARD TO REVIEW AND APPROVE. |
| PART VI, SECTION B - LINE 12C | SAGE HAS AN ESTABLISHED CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE THAT DISCLOSES A BUSINESS OR FAMILY RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF THE ORGANIZATION. BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE IF THEY OR ANY FAMILY MEMBER HAS HAD ANY BUSINESS TRANSACTION WITH THE ORGANIZATION OR ARE EMPLOYED BY THE ORGANIZATION. ANY POSSIBLE CONFLICT MUST BE BROUGHT TO THE ATTENTION OF AT LEAST ONE OF THE BOARD CO-CHAIRS AND THE chief executive officer. THE BOARD CHAIR OF SAGE'S NOMINATING AND GOVERNANCE COMMITTEE ALSO SCREENS FOR POSSIBLE CONFLICTS OF INTEREST FOR ALL POTENTIAL NEW BOARD MEMBERS. |
| PART VI, SECTION B - LINE 15A & 15B | THE EXECUTIVE COMMITEE OF THE BOARD IS AUTHORIZED AND DESIGNATED BY THE BOARD OF DIRECTORS AS THE "APPROVAL BODY" FOR THE COMPENSATION OF THE chief executive officer AND THE SENIOR DIRECTOR FOR FINANCE AND OPERATIONS. A COMPENSATION POLICY HAS BEEN ESTABLISHED BY THE EXECUTIVE COMMITEE FOR THESE POSITIONS. THE POLICY INCLUDES USING IMPARTIAL DECISION MAKERS, COMPARABILITY DATA AND CONCURRENT DOCUMENTATION. ONCE ESTABLISHED, A CO-CHAIR WILL NEGOTIATE THE PACKAGE WITH THE INDIVIDUAL WHICH IS THEN PRESENTED TO THE APPROVAL BODY FOR RATIFICATION. |
| PART VI, SECTION C - LINE 19 | SAGE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE AND ANNUAL REPORT AND CAN BE OBTAINED UPON REQUEST. |
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